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Surveys & forms (legacy) reporting
Surveys & forms (legacy) reporting

View the reporting for your surveys and forms in our retired Surveys and forms tool.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

On 5 July 2021, we retired Surveys and forms to make way for the bigger and better Surveys, pages, and forms. You can no longer access the Surveys & forms tool, but you can still view up-to-date reporting for any surveys and forms that might still be available to your contacts.

Survey reporting provides you with breakdowns such as responses over time, types of responses, response sources, the time to complete the survey, any contact updates via the survey, access to all of the survey responses, chart representations of responses, and the ability to compose and then download and/or print out your own report.

Under the My surveys & forms section, in the expanded survey view, you're shown a snapshot of Completed surveys in the last 7 days. If you hover over each plotted date, the date and number of responses appear.


Before you start

Things you need to know:


View Surveys & forms reporting

  1. Go to Analytics > Reports

  2. Expand the MORE REPORTS drop-down menu and select Surveys & forms (legacy).

  3. Select the survey or form you want to view reports for.

Access your survey report

To access more comprehensive reporting, click on the Reports icon in the top right.

If you don't have any completed surveys available then the icon is greyed out.

You're taken to the Survey report page. In the top right corner of the header there are two options available:

  • Add to list
    Add the survey data to a list; either an existing one, or you can create a new one.

  • Export to CSV
    Export all of the survey data as a CSV file (to use in Microsoft Excel, for example).


    When you select this option, you are taken to the Exports page. From here you can select Download once the export is complete.

    To access the Exports page at any other time, expand the User menu and go to Settings > General > Exports.

In the top left corner of the header, details of the name, start, end, and duration of your survey are displayed.


Overview tab

This provides you with an overview of your survey statistics.

Responses over time

This graph displays the number of responses on a daily, weekly or monthly basis, or hourly should your survey have only started within the last 24 hours.

Response summary

This provides a breakdown of the responses received:

  • Completed

  • Partial

  • Bounces

Response sources

This reports where the respondents who completed your survey came from.

Time to complete

This provides some details on how long it took respondents to complete your survey.

Channel data updates

For surveys that have questions assigned to contact data fields, you also get a Channel data updates section. This shows how many new contacts have been created as a result of the survey, how many have been updated, and how many couldn't be assigned to and why.


Responses tab

Here you can sort your individual survey responses into your chosen view.

Select CHOOSE COLUMNS to select the response headings you want to view. You're able to view a maximum of five headings.

Select the questions to choose which you want to include in your view; as you select, the questions move between the active and inactive areas.

Select APPLY once you've completed your selection.

Once you've made your selection, you can choose how many responses to view per page, page through your responses, identify the number of the response by selecting on the eye icon which provides you with the complete survey response, or delete the response.


Charts tab

The Charts tab provides you with both a pictorial image of your data and the capability to transfer these charts into a report.

The type of chart used for your question is displayed by the icon at the beginning of the list:

  • a page or text box, date and time, or hidden value answers

  • a pie chart for dropdown, multiple choice or Likert scale answers

  • a bar graph for checkbox answers.

Select an individual question to reveal the table or chart. Select again to hide it.


Create your report

Select the Add to report checkbox on the far right of the question bar to include a table or chart in a report. Once you've chosen all of the required tables, charts or graphs to include, select PREVIEW REPORT at the bottom right of the screen. A full preview is displayed.

Now you can add your logo, rename your report, and add some descriptive text. Once you're happy with how your reports look, you can then select PRINT to print your report out.

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